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Resolve's Gestalt University

Business & Economics Podcasts

Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast will dig deep to uncover investment truths and life hacks you won't find in the mainstream media, covering topics that appeal to left-brained robots, right-brain poets and everyone in between. In this show, we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast will dig deep to uncover investment truths and life hacks you won't find in the mainstream media, covering topics that appeal to left-brained robots, right-brain poets and everyone in between. In this show, we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

Location:

United States

Description:

Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast will dig deep to uncover investment truths and life hacks you won't find in the mainstream media, covering topics that appeal to left-brained robots, right-brain poets and everyone in between. In this show, we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

Language:

English


Episodes

ReSolve Riffs with Jeff Weniger on Macro Themes and Surprises in 2022

1/25/2022
To kick off the new year, our 2022 inaugural episode welcomed back Jeff Weniger, Head of Equity Strategy at WisdomTree Asset Management. Sharp-witted and pulling no punches, Jeff and the team covered topics that included: Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and...

Duration:01:29:23

ReSolve Riffs Digs into Physical Precious Metals with Mark Yaxley

12/22/2021
This week we had the pleasure of hosting Mark Yaxley, founding partner of Strategic Wealth Preservation, which specializes in the acquisition and storage of precious metals for investors around the world. He also brought his team member Philip Zappacosta to the conversation, which covered topics that included: Thank you for watching and listening. Happy holidays, see you in January. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant...

Duration:01:21:53

ReSolve Riffs with Glen Burella of Abbey Capital on Research and Sales for Systematic Strategies

12/16/2021
This week we spoke with Glen Burella, PhD, Vice President, Business Development at Abbey Capital (US). Glen previously worked on the investment research side of Abbey Capital having a background in quantum computing and a theoretical physics PHD. Our conversation with Glen covered the following themes: Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day,...

Duration:01:37:16

Ben Hunt: COVID 19 - Science, Politics, Liberty and the Long Grind

12/14/2021
This episode features Ben Hunt, founder of Second Foundation Partners, which hosts the Epsilon Theory content portal. I reached out to Ben because I’d been starting to feel myself shifting gears on my feelings and perceptions around the ongoing COVID pandemic, and I knew Ben would be able to help put things in proper perspective. For most of the past 18 months or so I have been firmly in support of most of the measures taken by governments to manage the health impacts of the virus. We...

Duration:01:17:52

ReSolve Riffs with Darius Dale on Inflation and Regime Based Trading Tactics

12/13/2021
Daruis Dale is the Founder and CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional macro-grade risk management frameworks and processes. Prior to founding 42 Macro, Darius was a Managing Director and partner at Hedgeye Risk Management, an independent investment research firm based in Stamford CT. He joined us for jam-packed and timely conversation that included topics such as: Thank you for watching and listening....

Duration:01:25:22

ReSolve Riffs with Phil Huber on the Allocator’s Edge, Alternative Investments and Diversification

11/25/2021
Phil Huber is the Chief Investment Officer of Savant Wealth Management, and author of The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification. He joined us for a great discussion that covered topics such as: Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo...

Duration:01:31:58

ReSolve Riffs with Jack Forehand on Excess Returns and a Factor Renaissance

11/16/2021
Jack Forehand is co-founder, partner and CIO at Validea Capital, and is also the co-host of the popular Excess Returns podcast. He joined us for an awesome conversation that included topics such as: @practicalquant Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard...

Duration:01:30:21

ReSolve Riffs with Perth Tolle on Investing with the Courage of Moral Conviction

11/12/2021
Perth Tolle is the founder of Life + Liberty Indexes, an index provider and sponsor of the Freedom 100 Emerging Markets ETF – a first of its kind strategy that uses personal and economic freedom metrics as primary factors in its investment process. She joined us for a great conversation that included: Thank you for watching and listening See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted...

Duration:01:08:32

ReSolve Riffs with Jon Aikman of ReSolution Investments on ESG and Inflation Hedging in Private Credit

11/1/2021
This week we had the pleasure of hosting our friend Jon Aikman, President and CIO of ReSolution Investments, for a broad conversation on the three-lettered acronym that has taken the investment world by storm in the last few years: ESG – Environmental, Social and Governance. We covered: Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam...

Duration:01:31:13

ReSolve Riffs with Tom Morgan on Presence, Synthesis, and Giving the Master Its Due

10/27/2021
Tom Morgan is Director of Communications and Content for the Knall/Cohen/Pence (KCP) Group at Stifel. He writes a weekly missive called The Attention Span, which curates and synthesizes content, ideas and frameworks to help readers make sense of an increasingly complex world. Tom, Richard, Mike and Adam wandered into a wide range of topics, but the central theme orbited around humanity’s universal craving for meaning and connection in the vacuum created by the post-modernist Western focus...

Duration:01:58:08

ReSolve Riffs with Wes Gray and Patrick Cleary at Alpha Architect about Launching a Bitcoin Futures ETF

10/19/2021
Wes, Patrick and the Alpha Architect Team are long-time friends of ReSolve, and were gracious enough to join us last-minute to discuss their huge win in the ETF white label space, with the launch of the ARK 21Shares Bitcoin ETF. Wes and team are known for their pure factor ETFs, but in the last few years they’ve pivoted from asset management to create an ETF Architect division, offering the “picks and shovels” for external managers to offer niche strategies with tight operations and low...

Duration:01:30:39

ReSolve Riffs on Return Stacking with Corey and Rodrigo - “Ask-Me-Anything” #AMA

10/13/2021
Traditional portfolios are faced with the prospects of depressed expected returns in the coming years, as implied by current stretched valuations of stocks, and near record low rates and credit spreads for bonds. Our recently released paper – Return Stacking: Strategies for Overcoming a Low Return Environment – co-authored by Rodrigo and our good friend Corey Hoffstein, shows how investors may materially improve their chances of success by allocating to uncorrelated managers that may offer...

Duration:01:41:50

ReSolve Riffs with Options Ninjas Benn Eifert and Scott Maidel from QVR Advisors

10/5/2021
Whether stemming from a recession, a policy shock, a terrorist attack, or a global pandemic, financial markets periodically go through major selloffs. It has always been this way. Euphoria eventually leads to panic, every time. Another way to look at these crashes is through the lens of volatility (and its commensurate rise), which has become a fundamental component of investment decisions. As time goes by, innovations can (and will) suppress volatility and can sometimes give the impression...

Duration:01:22:41

ReSolve Riffs with Investing Legend Roy Niederhoffer about Pushing the Boundaries of Quant

9/28/2021
We had a very special guest this week – Roy Niederhoffer, founder and president of R. G. Niederhoffer Capital Management, a NY-based quantitative investment firm. With a strong musical background and an original plan to become a neuroscientist, Roy might have led an academic life if it weren’t for his programming skills and an offer to join his older brother’s hedge fund, one that he couldn’t refuse. He joined us for a fascinating conversation, covering topics such as: magnum opus He also...

Duration:01:27:02

ReSolve Riffs with Laurence Siegel on "Fewer, Richer, Greener" and the Age of Abundance

9/22/2021
“The unfortunate truth is, very few want to hear an optimistic take on the world during a pandemic.” Human beings evolved to pay closer attention to negative vs positive information. For our ancestors, the cost of seeing danger where there was none was a cortisol spike and an unnecessary sprint, but dismissing a real threat might have led them to be a predator’s next meal. Our guest this week was Laurence Siegel, Director of Research at the CFA Institute Research Foundation and author of ...

Duration:01:15:32

ReSolve Riffs with Tom Basso on The Making of a Trading Legend

9/14/2021
“Don’t hide from risk; find it and attack it.” We were joined this week by none other than Tom Basso (Enjoytheride.world), trend following legend, author of Panic-Proof Investing and The Frustrated Investor and known as ‘Mr Serenity’ from his depiction in Jack Schwager’s best-selling Market Wizard series. From his ten-dollar a week paper route, to earning enough money to buy his first mutual fund, our conversation spanned a few decades and included: We dug deeper into the latter point,...

Duration:01:32:49

ReSolve Riffs with Michael Finke and David Blanchett on New Approaches to Optimizing Retirement

9/7/2021
As a growing percentage of Baby Boomers prepare for retirement, they are confronted with the uncomfortable prospect of record stock and bond valuations. Even the most optimistic capital market assumptions suggest the 60/40 portfolio is unlikely to deliver the returns many nest eggs have been built for. To help us get a clearer picture of the challenges and opportunities faced by retirees in the coming decade, we had the pleasure of speaking with Michael Finke (Professor of Wealth...

Duration:01:46:16

ReSolve Riffs with Steve Keen on MMT, Limits to Growth, and Climate Accounting

8/27/2021
A casual observer of modern economies might be forgiven for feeling that life is pretty good. And they might reasonably credit neoclassical economic principles for facilitating what appears to have been a great leap forward in global prosperity. At the same time, we are occasionally confronted with news of looming global calamities, which are a product of the exact same policies that brought about this apparent prosperity: irreversible climate change, unprecedented global private credit,...

Duration:02:02:30

Resolve Riffs on Worldly Wines as an Asset-Class with Atul Tiwari

8/12/2021
One of the major trends catalyzed by the era of low interest rates and excess liquidity has been the drive towards real assets. Uniqueness and scarcity premiums are paid in assets as diverse as real estate, art, digital assets, and fine wines. With our friend Jason Buck (CIO of Mutiny Fund) as co-host, we were joined this week by Atul Tiwari (CEO of Cult Wines) for a deep dive into the world of investable fine wines. Topics included: Enriched by Jason’s experience as a former restauranteur...

Duration:01:36:57

ReSolve Riffs with Dr. Pippa Malmgren on the Shifting Geopolitical Landscape and a Multi-Polar World

8/4/2021
If you’ve been following international news over the past few years, you’ve likely noticed brewing tensions between major countries, even before the pandemic struck. Proxy wars, diplomatic tensions and regional skirmishes have been flaring up across the globe. To help us make sense of these events and how they may impact financial markets, we had the distinct pleasure of hosting none other than Dr. Pippa Malmgren, former presidential advisor, best-selling and award winning author. Her...

Duration:01:41:33